Start Planning for the Future You Deserve
Use this month to start your financial planning journey with us at the Guthrie County State Bank Investment Center. We offer comprehensive financial planning services, including: tax planning, estate planning, education planning, retirement planning, and wealth transfers.
Our Financial Planning Process is Simple & Smooth
If you’re new to financial planning, here’s a little bit about how it works!
1. First thing we like to do is have you fill out a Foundational Planning opener. This form allows us to identify your major financial goals and collect some basic information such as age, checking & savings balances, insurance premiums, outstanding debt, identifying assets, and retirement account balances–IRAs, 401(k), etc.
2. After we’ve gathered the information we need, we input it into our financial planning software. This gives us a snapshot of your current financial situation and provides us with a probability of how likely you are to accomplish your financial goals. These goals can be retirement, a new boat, vacation home, tax planning, you name it.
3. Once the probability of success has been identified, we then go in and make recommendations. We are able to then see how those recommendations affect your plan and your probability of reaching your financial goals. After some finessing, we like to see your probability of success in reaching your goals around the 92-99% range. At
that point, we are confident that you can use this plan to reach your financial goals and watch your money grow!
Ready to set up a successful financial plan? Contact Brandt to start the journey toward reaching your financial goals.
PH 515-630-3507
TF 888-583-0989
TXT 515-532-7142
brandt.gebel@jordancreekfs.com
calendly.com/brandt-gebel
Investors should carefully consider investment objectives, risks, charges, and expenses.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. GCSB Investment Center and Cambridge are not affiliated. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value.